Nothing falls through. Nobody has to remember.
Tasks linked to the family, client, or authorization they're about, on one shared board. Workflow rules create the follow-up and hand it to the right person the moment a lead changes.
Every follow-up, attached to the right family.
A task in StreamABA knows who it's about. Open it from the board or straight from the lead or client, and the whole conversation around it comes along.
- Status, priority, due date, a primary assignee plus helpers, labels, and a time estimate
- Linked to the lead, client, staff member, or authorization it's about
- @mentions in comments and descriptions that notify your teammates
- A shared task board, a task list, and a My Tasks view
- A Tasks tab right on each client record
Write the checklist once. Let it repeat.
New client, authorization renewal, new hire: the steps rarely change. Turn them into a template, and set the chores that come back every week to repeat.
- Save the steps you repeat as a named task template
- Each item carries its own priority, due date offset, and default role
- Apply a template and every task is created at once
- Recurring tasks that repeat every set number of days, weeks, or months
- The same checklist, done the same way, for every family
Write the rule once. The follow-up happens.
Rules watch your leads for the moments that need a person. When one happens, the task is created, assigned, and announced before anyone has to think about it.
- Trigger on a lead status change, missing information, or a document, message, or payer event
- Create a task, change the status, and notify the right people
- Round-robin assignment across everyone in a staff role
- Notifications in the app, by email, or in Microsoft Teams
- Cooldowns and run limits so a rule never spams your team
- Low-authorization alerts before units run out
Every new RBT, onboarded the same way.
Give each new hire a checklist the moment they join. Everyone who owns a step can see what's left and what's late.
- Onboarding checklist templates for each role and department
- Items for documents, system access, training, background checks, and credentials
- Each item owned by HR, IT, a manager, credentialing, or the new hire
- Due dates and progress for every new team member
Tasks & automation questions.
A title, a rich-text description, a status, a priority, a due date, a primary assignee plus additional assignees, labels, and a time estimate. Tasks link to the lead, client, staff member, or authorization they are about.
A template is a named list of tasks, each with its own priority, due date offset, and default role. Apply it once and StreamABA creates every task on the list.
Yes. A task can repeat every set number of days, weeks, or months, and StreamABA creates the next one on schedule.
When a lead changes status, is missing information, or has a document, message, or payer event, a rule can create a task, change the status, and notify people in the app, by email, or in Microsoft Teams.
Assign to a staff role and StreamABA rotates through the people in that role, picking up after the last person assigned, so new leads spread evenly across the team.
Let the follow-up happen on its own.
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